by SJB US | Nov 13, 2024 | Advice, Elections, Financial Planning, Investments, North America, Regulations, SJB US
The U.S. elections are a pivotal event not only for American citizens but for investors worldwide. Every four years, the election season brings with it a degree of uncertainty and speculation, particularly regarding economic policies, market behaviour, and...
by SJB US | Nov 11, 2024 | Financial Planning, Investments, Markets, SJB US
Ever find yourself wondering how those interest rate changes you hear about on the news actually impact your investments? You’re not alone. Interest rates play a pivotal role in the financial markets, and understanding this can help you make smarter investment...
by SJB US | Oct 14, 2024 | Advice, Investments, Randal Stephens
If you’re exploring how to select the best mutual fund for your investments, understanding the role of expense ratios—what you pay to invest in a fund—can be crucial. Research from Morningstar, alongside insights from industry experts like Jack Bogle, suggests...
by SJB US | Oct 11, 2024 | Advice, Investments, Jake Barber, Regulations, Tax
For British expatriates, managing the risk of double taxation—being taxed in both the home and host countries—poses a significant financial challenge. This guide provides insights into navigating double taxation and leveraging double taxation agreements (DTAs) to...
by SJB US | Aug 21, 2024 | Advice, Investments, Rob Hoey
In a world where the economy feels like a roller coaster ride, UK expats need to understand their investment options. Challenging economic times? Check. Fluctuating exchange rates? Double-check. Rising interest rates and living costs? You bet. For expat investors,...
by SJB US | Jun 28, 2024 | Advice, Investments
Thematic Investing: A Deep Dive into Capturing Growth in an Evolving World In the realm of investing, the allure of tapping into the next big trend can be irresistible. This is where thematic investing comes into play, allowing investors to bet on...
